Client Services Officer

2 months ago

Sydney, Australia Perpetual Limited Full time

More Time Off for What Matters: Enjoy up to 6 weeks of leave- Flexible Work Environment: Work where you work best - whether in the office or from home.- Permanent full-time opportunity with supportive and collaborative team

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.

Following the completion of a comprehensive Strategic Review in May 2024, it was announced that Perpetual Limited will become a standalone Asset Management business, and has entered into an agreement with an affiliate of Kohlberg Kravis Roberts (KKR) who will acquire the Corporate Trust and Wealth Management businesses.

About the role

An exciting opportunity to be part of the wider Debt Market Services within Perpetual Corporate Trust. Our corporate trust business is a leading provider of fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore. It administers securitisation portfolios, investment and debt structures to protect the interests of our clients’ investors. Corporate trust supports clients locally and overseas with a unique offering through five key service offerings: Debt Market Services; Managed Fund Services; Perpetual Asia, headquartered in Singapore; Perpetual Digital, and Laminar Capital.

In this role you will be responsible for administering payment functions and provide daily operational and compliance support within the Client Services Team in Trust Services. Key responsibilities include maintaining effective operational client relationships, ensuring adherence to all relevant policies and procedures within the Client Services team, and complying with the risk framework pertinent to the Business Unit.

About the Role

Join our dynamic team within Debt Market Services As a Client Services Officer, you will:
- Maintain a working knowledge of assigned Trusts- Execute all payment instructions within agreed timeframes and SLA's- Develop and maintain effective operational client relationships for assigned clients / trusts- Use of all internal control checklists- Invoicing and billing- Onyx Diary entry and follow up- Compliance with Policies and Procedures- Assisting with Client Management and liaison- Archiving and filing- Act as a backup for other team members- Good working knowledge of systems used within the team- Participate in team projects.

About you

We’re looking for someone with:
- A minimum of 12 months experience in a similar client service role- Prior experience in custody or securitisation is highly advantageous- Strong communication skills for liaising with clients- Maintain robust relationships with both internal and external clients and contacts- Ability to multitask effectively across various responsibilities- Strong attention to detail, and commitment to outstanding client service- A proactive and solution-focused approach, to help meet the needs of our clients.

How we work

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients; the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefits- Work from anywhere in Australia for up to one month each year.- An annual allowance to empower you to prioritise your personal wellbeing.- Access to LinkedIn learning, study support and commitment to supporting professional development.- We have partnered with Jawun for over 10 years supporting regional Indigenous organisations.

Diversity and inclusion- WGEA Employer of Choice for gender equality since 2018.- Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.- A growing number of employee-led networks who work to raise awareness and drive continued change. We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.

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